See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,953 | $215,361-81.4% | $171,082-76.6% | $273,961-85.4% |
| Participation rate | 73.3% | 82.0%-8.7pp | 76.7%-3.4pp | 83.0%-9.7pp |
| Annual return | 8.85% | 25.14%-16.3pp | 32.56%-23.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,874 | $4,967-22.0% | $4,002-3.2% | $4,869-20.4% |
| Participant deferral / active EE | $5,214 | $5,543-5.9% | $4,797+8.7% | $5,287-1.4% |
| Admin fee / account holder | $33,525 | $10,846+209.1% | $8,520+293.5% | $10,132+230.9% |